Pegasus have announced that Opera 3 v1.5 is due for release during late July. This version adds even greater functionality to the highly respected Opera 3 suite. Features such as the following will now be included:
Error Correction extended – de-allocate and re-allocate Sales and Purchase allocations*
New functionality has been added to both the Sales and the Purchase Ledger applications to allow customers to correct allocations that may have been incorrectly posted by the user. A new Wizard is available from the Sales and Purchase processing forms, which allows the user to select the new Rectify Allocation command.
The user can de-allocate an allocation and therefore break the link between an Invoice and a Receipt, so allowing the Receipt to be allocated to another Invoice. It is also possible to de-allocate the allocation and remove associated transactions such as receipts, payments, refunds, discounts or exchange rate discrepancies.
This can be useful as users may make mistakes in both allocating receipts to invoices, or posting a receipt to the wrong account, for example. Now there is a Wizard that allows these mistakes to be simply and quickly corrected.
Appropriate historical information is kept for audit trail purposes and a new Rectified Allocations report is available to show these transactions. This information will be removed as part of the Period End routines based on the number of periods defined in the Keep Transactions field.
Nominal Ledger reports
The ability to export Opera 3 reports directly to Microsoft Excel has been very popular with users. This has been extended further to include the following Nominal Ledger reports:
- Audit Trail
- Ledger Summary
- Budgets List
- Nominal Analysis
Retrospective Debtors/Creditors Reports
The Debtors/Creditors Reports and Retrospective Debtors/Creditors reports can now be exported to Microsoft Excel in a selected foreign currency. Previously these reports could only be exported in the home currency.
There are a number of enhancements that have been added into the Stocktake application that will improve the way customers can use the system.
Moving stock that is currently in a Stocktake
Stock adjustments can now be posted to Opera 3 even if an item’s in-stock quantity changes whilst it is being counted. This means that items can be received from suppliers or issued to customers or production in Opera 3 whilst they are being counted in a stock take. Previously, if a stock item moved while being counted in a stock take then a manual adjustment was required to correct the stock levels, it could not be posted from Stocktake.
Stock adjustments can be posted from Stocktake even if the in-stock quantity in Stock Control changes. Before Opera 3 is updated the user will be warned that transactions have been posted in Opera 3 and offers an audit report for the affected stock items. On the Update Opera 3 form, the counted quantity is displayed alongside the adjusted quantity in Opera 3. This adjusted quantity is the difference between stock level at the beginning of the stock take and what is currently in stock now. The user can then choose the correct quantity to be posted back to Opera 3.
This allows customers to continue to use the Stock application while a stocktake is being performed.
Filtering items by Bin Locations
When creating a Stocktake it is now possible to choose items based on their Bin Locations, as well as by their Warehouses, Categories, Stock References and Status. Many customers wish to restrict stock takes to specified Bin Locations, which can now be accomplished.
Controlling Adjustment Costs
In addition to using the standard/average cost price to calculate the cost of Stocktake adjustments, it is now possible to use the stock item’s last cost. This is controlled from a new option on the Stocktake Profile linked to the stock records.
A new Task Type called ‘Chain’ can be created in the Task Scheduler. Chain tasks make it possible to link different tasks together so that they can be processed sequentially. For example, you can create a Chain task that links the Data Backup task to the Update Data Structures task and then to the Nominal Ledger Period End task. All three Tasks will be performed, one after the other.
The Task Scheduler has been extended to allow Messaging and Shutdown functions to be performed as part of the process when creating a new Task. For example, if scheduling a task to run a Backup, it will now be possible to force a Shutdown and send a message telling users about this task.
Open Period Accounting*
If Open Period Accounting is in use then the Sales Invoices/Credit Notes and Receipts/Adjustments reports can now be viewed based on the transactions’ Nominal Ledger posting dates. Similarly the Purchase Invoices/Credit Notes and Payments/Adjustments reports can also be viewed based on the transactions’ Nominal Ledger posting dates. Previously it was only possible to run these reports based on transaction date.
This makes it easier with the reconciliation between Purchase Ledger postings and the associated Creditors control account within the Nominal Ledger.
In the Purchase Invoice Register, when invoices and credit notes are posted to the Purchase Ledger, if their transaction dates fall before the current Nominal Ledger period they can now be posted to the respective open Nominal Ledger period. If the Nominal Ledger period is closed the transaction will be posted to the current Nominal Ledger period.
Global Payment & Deductions
Currently within Opera 3 and Opera II Payroll, the global payment and deduction changes process can only be used to update existing employee payments and deductions. A new option has been added that allows you to both update employees who already have the payment or deduction profile selected on their employee record, and to also create new payments or deductions for employees where they currently do not exist. For example, add a one off Payment Profile of ‘bonus’ to some employees that have previously not received a ‘bonus’.
The key enhancements are:
It is now possible to define work patterns and assign them to resources. These work patterns are similar to those defined within Personnel and allows you to define the normal working days for a particular resource. For example, an Engineer may have a 4 days on, 3 days off work pattern, the system will therefore be able to highlight those 3 days off as being unavailable for scheduling for that engineer.
It is also possible to assign a resource to work on the same job on a specific day over multiple weeks. This allows an Engineer to be booked on to a specific Job on designated days without Activities needing to be cleared.
Exposing the User Defined Fields
The User Defined Fields created and applied throughout the CRM applications are now available for reporting. This allows them to be used within both the Reporter application and within the Pegasus Dashboards Manager.
When a user creates a Quotation it is now possible to default the Quotation Status to be ‘Inactive’. This provides a level of authorisation because only users that have the relevant security access can change the status from ‘Inactive’.
It is possible to define Contact Groups within CRM and assign Contacts to those groups. It is now possible to see those Contact Groups from within the Contacts Processing Action menu fro
m a new option called Group Membership. This displays a tick list of all Contact Groups identifying those Groups the current contact belongs to. The user can tick / un-tick groups as required.
Remember Form Positions
Column widths in CRM and Service & Helpdesk Management list views will obey the Remember form position and sizes setting within Preferences.
Please contact Nick Perry if you would like any further details regarding the latest release of Opera 3 on 01902 578300 or by e-mail at email@example.com